Does your current portfolio match your risk tolerance?

We match your investments to your specific level of risk.

What is YOUR risk number?

Our unique approach.

Welcome to Income Planning Group

At Income Planning Group, we focus on providing knowledgeable guidance with a personal touch.

Built by professionals with over 100 years of combined experience in the financial services industry, Income Planning Group is a financial services firm comprised of Registered Representatives, Investment Advisor Representatives and a knowledgeable support team.

Should you have questions or would like more information on our firm, please call us at 763.559.9213 or email us at [email protected]. We look forward to hearing from you.

Our Services

Three important services offered under one roof for our client's convenience.

Financial Planning and Investments

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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Tax Services

Whether you are an individual needing tax preparation or advice, or a small business looking for accounting services, we can help.

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Estate Planning Services

Representing individuals and families throughout the state of Minnesota with Estate Planning, Probate and Trust Administration.

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Meet our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our Financial Advisors, Support Team & Partners.

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Do you have an income plan for retirement?

Most people understand the importance of saving for retirement. However, few understand the importance of having an INCOME plan for retirement. We can help.

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